How to Modify a Saving Account Application

Owned by Former user (Deleted)
Last updated: Jul 13, 2017 by Mounashree S (Unlicensed)
1 min read

Saving account applications that are Pending Approval may be modified.

 

On this page:

To modify a saving account application for a client

To modify a saving account application for a client, select the client. Click the General tab.

  1. Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
  2. Make desired changes to the saving account fields.
  3. Click Submit.

The saving account application will be updated with a status of Pending Approval. 

To modify a group saving account application

To modify a saving account application for a group, select the group. Click the General tab.

  1. Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
  2. Make desired changes to the saving account fields.

  3. Click Submit.

The saving account application will be updated with a status of Pending Approval.

To modify a center saving account application

To modify a saving account application for a center, select the center. Click the General tab.

  1. Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
  2. Make desired changes to the saving account fields.

  3. Click Submit.

The saving account application will be updated with a status of Pending Approval.

Key Error Messages

 

Filter by label

There are no items with the selected labels at this time.